Legal Secretary - Visalia

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Legal Secretary Responsibilities:

  • Assist with the drafting and reviewing of legal documents. Specifically, in the areas of:
    • Business law, i.e. corporate formation (roughly 35% of the work)
    • Estate planning, i.e. basic wills, trusts, powers of attorney, etc... (35%)
    • Real estate law (10%)
    • Civil litigation (10%)
    • Probate and trust administration (10%)
  • Record and store client information
  • Assist in filing and keeping record
  • Calendaring
  • Assisting in organizing the attorney's workflow and project management

Legal Secretary/Paralegal Qualifications:

  • Good with people.
  • Previous experience as a paralegal or legal secretary. Minimum of 3 years required. Preferred 7 years or more.
  • Experience in a combination of or all of the following: business law, estate planning, civil litigation, and probate and trust administration.
  • Familiarity with legal research
  • Ability to prioritize and multitask
  • Excellent written and verbal communication skills
  • Deadline and detail-oriented

Benefits are negotiable and available to qualified candidates:

  • Health
  • New Mac Laptop
  • Relatively flexible work hours/location

Here is what an average day may look like:

  1. Show up and get situated (hours in office are negotiable and will be discussed with candidates upon interview). Typically, the attorney is in the office by 6:30 AM so he can get home to his family at a reasonable hour.
  2. Morning meeting with the attorney (Jason Ekk) - I like to have a daily meeting (even if it is really brief) to go over what is going on that day and map out priorities so you feel supported and can have autonomy during the day. Every once in a while (once every month) we will have a longer meeting to go over more long-term projects.
  3. Review articles of incorporation for an LLC formation; file articles with secretary of state.
  4. Finalize (i.e. double check dates, names, location, etc?) estate planning documents for the signing; print documents; notarize documents in the meeting with clients and attorney.
  5. Participate in client meeting; take notes for attorney; go over next steps with attorney; input tasks in project management software.
  6. Work on various other projects you may have. These could include longer-term one-time projects like formatting, editing, and organizing templates for corporate formations, leases, wills, and trusts. Or, you could be doing short-term projects like drafting and recording deeds.

As you can see, this person will need to be detail-oriented and trustworthy with big tasks and long-term projects.

If you want to do some "research" our new website is coming soon. So, either check out our Facebook page or check out my LinkedIn page,

If you have any questions or would like to submit your resume, please feel free to reach out to me directly: